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When live updates are on for your firm, you see colleagues’ changes without reloading, and you see who else has a record open. This helps two people avoid editing the same Booking or invoice at the same time.

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Before you start

  • Live updates are switched on per firm by your platform administrator. If they are off, the footer shows Live off and pages work as before: reload to see changes.
  • Seeing who has a record open is a second switch on top of live updates.

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Read the live status

The status sits in the bottom right bar of the page. Hover it for a short explanation.

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See rows that colleagues changed

When a colleague changes or adds a row on a live page, the row flashes once in light blue. On the Bookings page, only the rows that changed are read again, so your place in the list does not move.

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See who has a record open

In the tables of Bookings, Invoices, Films and Organizations, a row that a colleague has open is tinted light green. Their initials appear in small circles next to the record’s number or name. Hover the circles to read, for example, “Anna has this open”. Inside an open Booking, invoice, film or organization card, a green chip in the header shows “Anna is here”, or “Anna and Ben are here”. Hover it for “Anna is also on this Booking”.
The names are announced by each person’s browser and nothing is stored. Treat them as a hint of who is around, not as a record of who changed what.

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When a colleague saves the record you have open

  • If you have no unsaved edits, the card reads the saved Booking again and shows the new values.
  • If you do have unsaved edits, nothing changes under your hands. The card shows “Saved by someone else a moment ago. Your unsaved edits are still here; Reload replaces them with the saved Booking.” Select Reload only if you want the saved values.
  • If your save would overwrite a field that a colleague has changed to a different value, DOS refuses the save and writes nothing. Two people changing different fields do not block each other.

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If something looks wrong

The page has refreshed many times in a minute, so DOS stops doing it automatically. Select Refresh when you are ready.
By design, DOS does not refresh a page while you are saving, while a sheet with unsaved fields is open, or while the window is hidden. Changes show when you finish.
Marks only appear for records that colleagues have open in the Bookings, Invoices, Films and Organizations tables, and only while the presence switch is on for your firm.